Wela Strategies, Inc. Incresed Positions in Q2 2025

Wela Strategies, Inc.

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.51K
+ 2.46%
$498.8 - $620.9 $1.25M - $1.56M
104K $64.8M
IEFA
Ishares Tr

ETFs
2.19K
+ 0.73%
$67.83 - $84.09 $149K - $184K
301K $25.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.06K
+ 0.97%
$39.89 - $49.46 $82.1K - $102K
215K $10.7M
XLI
Industrial Sector Spdr

ETFs
1.32K
+ 3.13%
$116.42 - $147.52 $153K - $194K
43.5K $6.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.01K
+ 2.41%
$51.16 - $62.02 $154K - $187K
128K $7.93M
XLF
Financial Sector Spdr

ETFs
3.99K
+ 3.4%
$43.92 - $52.37 $175K - $209K
121K $6.36M
XLU
Utilities Sector Spdr

ETFs
2.18K
+ 3.09%
$73.09 - $82.77 $159K - $180K
72.8K $5.95M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.05K
+ 0.48%
$105.23 - $109.61 $110K - $115K
221K $24.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.72K
+ 0.37%
$28.21 - $28.85 $105K - $107K
999K $28.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.03K
+ 2.31%
$72.02 - $73.82 $290K - $298K
178K $13.1M
NEM
Newmont Corp

Basic Materials
528
+ 3.63%
$44.18 - $59.46 $23.3K - $31.4K
15.1K $877K
VNQ
Vanguard Specialized Funds Van

ETFs
2.55K
+ 2.19%
$79.79 - $91.42 $203K - $233K
119K $10.6M
ASML
Asml Holding Nv

Technology
52
+ 6.74%
$595.37 - $815.24 $31K - $42.4K
824 $660K
AXP
American Express CO

Financial Services
117
+ 5.76%
$231.39 - $318.98 $27.1K - $37.3K
2.15K $685K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.23K
+ 0.63%
$27.29 - $29.28 $33.6K - $36K
196K $5.74M
CSCO
Cisco Systems, Inc.

Technology
565
+ 5.5%
$53.19 - $69.38 $30.1K - $39.2K
10.8K $752K
HON
Honeywell International Inc

Industrials
147
+ 5.12%
$182.86 - $232.88 $26.9K - $34.2K
3.02K $702K
IQLT
Ishares Msci Intl Quality Fact

ETFs
221
+ 0.88%
$35.9 - $43.76 $7.93K - $9.67K
25.4K $1.1M
XLK
Technology Sector Spdr

ETFs
32
+ 1.96%
$179.73 - $253.23 $5.75K - $8.1K
1.67K $422K
EMLP
First Tr Exchange Traded Iv

ETFs
1.91K
+ 2.97%
$33.62 - $37.89 $64.1K - $72.3K
66.2K $2.48M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
140
+ 0.59%
$26.38 - $32.66 $3.69K - $4.57K
24K $783K
QCOM
Qualcomm Inc

Technology
284
+ 7.09%
$124.66 - $159.48 $35.4K - $45.3K
4.29K $683K
CMI
Cummins Inc

Industrials
125
+ 7.32%
$267.12 - $336.65 $33.4K - $42.1K
1.83K $600K
LMT
Lockheed Martin Corp

Industrials
62
+ 3.31%
$430.82 - $486.45 $26.7K - $30.2K
1.94K $896K
VXF
Vanguard Extended Market ETF

ETFs
114
+ 7.82%
$150.43 - $192.71 $17.1K - $22K
1.57K $302K
T
At&T Inc.

Communication Services
891
+ 8.76%
$26.33 - $28.94 $23.5K - $25.8K
11.1K $320K
BAC
Bank Of America Corp

Financial Services
21
+ 0.42%
$34.39 - $47.46 $722 - $997
5.03K $237K
GILD
Gilead Sciences, Inc.

Healthcare
303
+ 5.2%
$96.91 - $113.0 $29.4K - $34.2K
6.13K $679K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
19
+ 0.08%
$18.53 - $20.98 $352 - $399
22.7K $477K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
6
+ 0.01%
$9.25 - $10.26 $55.5 - $61.6
46.6K $478K
KO
Coca Cola CO

Consumer Defensive
150
+ 3.2%
$68.37 - $73.9 $10.3K - $11.1K
4.84K $342K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.12%
$335.24 - $380.78 $670 - $762
1.7K $623K
SO
Southern CO

Utilities
2
+ 0.06%
$84.91 - $92.56 $170 - $185
3.16K $290K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
73
+ 0.06%
$3.55 - $4.0 $259 - $292
120K $478K
JNJ
Johnson & Johnson

Healthcare
241
+ 6.15%
$146.36 - $159.82 $35.3K - $38.5K
4.16K $635K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
155
+ 6.67%
$212.1 - $244.27 $32.9K - $37.9K
2.48K $542K
CVX
Chevron Corp

Energy
325
+ 6.77%
$133.73 - $168.51 $43.5K - $54.8K
5.13K $734K
XLV
Select Sector Spdr Fund Health

ETFs
1.91K
+ 4.8%
$128.77 - $144.3 $245K - $275K
41.6K $5.61M
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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